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Lindsay Marie Frabotta

Capital A Wealth Management

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About Lindsay Marie Frabotta

Lindsay Marie Frabotta is a financial advisor registered with the state of Pennsylvania. She has been working in the financial industry since June 2022 and has a Series 65 license. Lindsay works for Capital A Wealth Management and provides a range of financial services including financial planning, portfolio management for individuals, and consulting. Lindsay specializes in working with individuals, charitable organizations, and pension and profit-sharing plans.

Firm Information

Lindsay Frabotta is currently registered with Capital A Wealth Management. Capital A Wealth Management is an investment advisor located in New Castle, Pennsylvania. The firm provides a range of services including financial planning, portfolio management for individuals, and pension consulting. The firm's clients include individuals, charitable organizations, and pension and profit-sharing plans. Capital A Wealth Management has approximately $149 million in regulatory assets under management.
Capital A Wealth Management

312 N JEFFERSON STREET

NEW CASTLE, PA 16101

$149.16M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Lindsay Frabotta’s Registration & Firm History

PA

11/22/2023 - Present

Capital A Wealth Management (NEW CASTLE PA)

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Licenses & Designations

IA

Issued 10/21/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lindsay Marie Frabotta.
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